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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,831 | $110,801-94.7% | $86,868-93.3% | $167,518-96.5% |
| Participation rate | 78.9% | 75.8%+3.2pp | 71.6%+7.3pp | 82.1%-3.2pp |
| Annual return | 12.13% | 117.00%-104.9pp | 63.53%-51.4pp | 478.71%-466.6pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,386 | $4,547-69.5% | $3,699-62.5% | $6,342-78.1% |
| Admin fee / account holder | $666 | $8,417-92.1% | $5,829-88.6% | $12,312-94.6% |